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Simple Fund 360 Professional Basics

June 13 @ 9:00 am - 1:00 pm

|Recurring Event (See all)

One event on April 11, 2019 at 9:00am

One event on May 9, 2019 at 9:00am

One event on June 13, 2019 at 9:00am

$385

All BGL Training Courses can be included in  your CPE hours with most  professional  bodies.

Price
$385.00 (1st participant)
$363.00 (additional participants)

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Details

Date:
June 13
Time:
9:00 am - 1:00 pm
Cost:
$385
Event Category:
Event Tags:
,
Website:
http://clients.bglcorp.com.au/training/

Organiser

BGL Corporate Solutions Pty Ltd
Phone:
1300 654 401
Email:
events@bglcorp.com.au
Website:
www.bglcorp.com

Other

Month
March, April, May, June
Location
Melbourne
Country
Australia
Simple Fund 360 Basics Course Topics:
Administration, navigation and help, Connected services setup, Creating a badge, Customising letters and documents, Distribution statement input, Financial statements and reports, Lump sum payment recording, Migration from Simple Fund Desktop, Period compliance, Processing transactions, Setting up a new SMSF from the fund’s financial statements, Tax related transactions, Transaction matching, Uploading a CSV file
Prerequisite:
New users to Simple Fund 360 who are responsible for processing SMSFs. It is assumed participants have an understanding of SMSF compliance.

Venue

BGL (Melbourne) Training Centre
Suite 2, 606-608 Hawthorn Road
Brighton East, VIC 3187 Australia
+ Google Map
Phone:
1300 654 401
Website:
www.bglcorp.com